Madison Asset Management
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Madison Asset Management’s iShares Global Energy ETF IXC Stock Holding History

Madison Asset Management’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,196
Closed -$1.08M – 359
2024
Q4 		$1.08M Sell
28,196
-34,066
-55% -$1.39M 0.01% 278
2024
Q3 		$2.52M Sell
62,262
-15,851
-20% -$650K 0.03% 237
2024
Q2 		$3.24M Sell
78,113
-923
-1% -$39.6K 0.04% 206
2024
Q1 		$3.39M Sell
79,036
-90,582
-53% -$3.59M 0.04% 214
2023
Q4 		$6.63M Sell
169,618
-17,153
-9% -$682K 0.09% 155
2023
Q3 		$7.71M Sell
186,771
-4,791
-3% -$190K 0.11% 143
2023
Q2 		$7.13M Sell
191,562
-55,102
-22% -$2.07M 0.1% 144
2023
Q1 		$9.31M Buy
+246,664
New +$9.5M 0.14% 133
2022
Q2 		– Sell
-20,451
Closed -$739K – 371
2022
Q1 		$739K Buy
+20,451
New +$679K 0.01% 263
2021
Q2 		– Sell
-143,706
Closed -$3.54M – 319
2021
Q1 		$3.54M Sell
143,706
-19,032
-12% -$449K 0.05% 226
2020
Q4 		$3.3M Buy
+162,738
New +$3.04M 0.05% 225
2020
Q3 		– Sell
-434,397
Closed -$8.49M – 273
2020
Q2 		$8.49M Buy
434,397
+3,835
+0.9% +$74.8K 0.15% 120
2020
Q1 		$7.27M Buy
430,562
+316,823
+279% +$7.91M 0.15% 120
2019
Q4 		$3.51M Buy
+113,739
New +$3.49M 0.05% 218

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Madison Asset Management's IXC Position: Q1 2025 in Review

Madison Asset Management sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 28,196 shares — an estimated $1.08M sold.

Madison Asset Management first reported a position in IXC in Q4 2019 and held it in 14 quarters. The position peaked at $9.31M in Q1 2023. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

  • Madison Asset Management reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Madison Asset Management sold 28,196 iShares Global Energy ETF shares in Q1 2025, an estimated $1.08M.
  • Madison Asset Management first reported a position in iShares Global Energy ETF in Q4 2019 and held it in 14 quarters.
  • Madison Asset Management's iShares Global Energy ETF position peaked at $9.31M in Q1 2023.
  • 323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Madison Asset Management's 13F filing for Q1 2025, filed 6 May 2025.